China Junk Bond Yields Spike to Highest Since Global Financial Crisis
Contagion?
The Accelerating Pace of Chinese Incursions into Taiwan’s Airspace
Maybe they should spend more than 1.8% of defense?
US Capacity Utilization Back to Pre-Covid Levels
Why are we talking about another $5 trillion of stimulus?
The Lesson of Japan in One Chart
A window into our future
Spike in Used Car Prices Not Looking Very Transitory
Everything is transitory on a long enough timeline.
Stagflation Here We Come
Predictable
George Friedman: AUKUS Shows Weakness of NATO as US Builds Alliance Structure for Asia
Move over NATO
Judy Shelton: Fed’s Job Is Done, It’s Just Financing Overspending Now
What a hawk actually sounds like
Chart: Hard Landing Starts in the Eurozone
The slide into irrelevance resumes